October 2021 Release

New features, platform improvements, and bug fixes.

> Studio Designer
Version 2.5.8, 2.5.9, COD1, DM1 – October  2021 Release
  • New & Improved:
    • New partial payments functionality for all payment options on documents has been added. Clients are now able to specify a desired amount to pay:
      • When paying via Client Portal, Interactive Documents and the Pay Now link on PDF files
      • When paying with ACH or Credit Cards
      • When paying on a proposal, clients are now able to pay in full regardless of whether or not a deposit was requested
    • The Codes tab under My Company now has default settings for the “Specify Only” field
    • Color priority status on items can now be assigned an identifying label by visiting Settings > Priorities as below:
    • Sales tax now recalculates automatically on the purchase side when Canada-based HST users make changes to the quantity or price of an item
    • The employee name is now visible on the Employee Permissions page
    • The template for Order Format 2 has been updated to display attachments
    • We have made several significant changes to sharing documents in terms of design and usability:
      • This affects Request for Quote/RFQ, Specifications, and Tear Sheets
      • This affects Purchase Orders, Invoices, and Proposals
      • This affects the Client Portal invite page
      • All share screens have been updated in terms of consistency with one another
      • The “Share” button on the Order screen (linked or unlinked), that now directs Designers to directly the Share Order screen
    • The option to enable/disable chosen payment methods has been added to the Payments tab within a specific client’s profile
    • Employees who do not have the appropriate time billing settings enabled under Employee Permissions can no longer view the Time Rates tab under Settings
    • Several changes have been implemented to improve traceability of shared documents:
      • Invoices, Proposals, and Purchase Orders are affected
      • The History page has been adjusted to more concisely display the changes made to an item including status, tax, prices, balance, dates within the Codes tab, etc
      • All changes made to a shared document can now be viewed under the History tab within the document
    • To prevent users from mistakenly paying on items, vendor payments have been disabled on orders where the item came from purchase inventory and has consignment set to “no”
    • Clients are now able to accept/reject Proposals using the Pay Now link on PDF documents
    • The Email page under My Company now allows users to enter messages for all document types with increased character limit
    • The Request for Quote field will now be filled in when the user sends an RFQ to their chosen vendor
    • An email notification will now be sent to the user after a client has made a payment on an invoice or proposal
  • Rapid Resolutions:
    • Fixed an issue where users could change the Address name from “Inventory” on Inventory items
    • Fixed an issue where adjusting the deposit % under the Items tab was not updating the % for Other Costs
  • Bug Fixes:
    • Fixed issue where the Order Sidemark was not appearing on the '1030 02 - Order Format 2' report
    • Fixed issue where the message section had an incorrect label when emailing reports
    • Fixed issue where changes made to an Activity description were not being applied upon saving
    • Restricted the ability to use cash and credit card accounts as the income and expense accounts in Other Costs and Sales Codes
    • Fixed issue with RFQ attachments not being linked to actual documents
    • Fixed issue with Merchandise Cost and Other Costs of inventory items being modified when only adjusting the quantity
    • Fixed issue with Time Rates, where users were able to save without entering Billing Code and Employee despite the fields being marked as required
    • Fixed issue where Proposals with a 50% deposit were instead being charged 100% when making payments through Interactive Documents
    • Fixed issue with modifying time tracking entries if the user did not have the correct Employee Permission enabled but was still able to access the Time Billing module
    • Fixed issue where the Amount to Apply field on the Money In screen was not saving when Proposal filters were applied
    • Fixed issue with navigation arrows not working properly when switching between Time Billing Invoices
    • Fixed an issue with Chart of Accounts malfunctioning when the user tried to edit an Account Code
    • Fixed issue with Selling Mark Up Other Unit was not calculating correctly on reports when First Component was checked
    • Fixed issue with Time Billing Invoice themes not loading on preview
    • Fixed issue with Activities displaying the Hourly Rate instead of Employee Cost
    • Fixed issue with Report Defaults not properly setting Other Costs and Sales Tax
    • Fixed issue with Vendor Selling Discount % value on items not appearing on reports
    • Addressed performance issues, including lag times and inability to access certain modules
    • Fixed multiple user interface issues, such as background inconsistencies within the app
> Client Portal :
  • New and Improved:
    • Attachments on items viewed in the Client Portal now have shorter and more readable descriptions
    • Clients can now approve or reject various item components when they appear on the same proposal
    • Clients can now make payments on proposals without having approval access
    • Dates are now more clearly visible on item lists

  • Bug Fixes:
    • Fixed issue where an invitation could be sent without selecting a Project
    • Fixed issue where approving a single item on a Proposal would approve the entire Proposal